Legacy Group Planning

Discover the benefits of protection and simplicity as Legacy Group Planning works to secure your retirement future.
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What We Do

How to Plan For Retirement

Legacy Group Planning shows members how to plan for retirement and preserve their financial security during retirement. We create retirement strategies as simple and straightforward as possible for our members. Also, we offer products that suit the needs of our members and not our brand.

We use 3 fundamental principles:

Safety First
Achieve a Reasonable Rate of Return**
Keep It Simple
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Our Core Principles

About Legacy Group Planning 

We assist our members in attaining their financial goals in the long run. And, our team goes above and beyond to protect what our members and loved ones have worked a lifetime to build. Loyalty to our members comes first.

Safety First

A retiree's primary concern is having a sustainable retirement income. Therefore, your principal needs to be protected. An effective retirement strategy can prevent financial losses. We can help you choose the right retirement strategy.

Achieve A
Reasonable Return

By choosing the right strategy, we can achieve a reasonable rate of return** (RRR). As an example, a fixed index annuity or life insurance policy offers both principal protection and a reasonable return*. 

Keep It Simple

Planning for retirement shouldn't be complicated. We develop custom strategies to protect your money and provide reasonable returns. 

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Keys on How to Plan for Retirement

It is our goal to help you achieve retirement goals that will last a lifetime and to protect it. Legacy Group Planning can guide you on how to plan for retirement successfully. Contact us to schedule an appointment to discuss your specific goals and needs.

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Get To Know Us

Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance Lic # 40902
Kim Allen OH Insurance Lic # 758135
Scott Allen OH Insurance Lic # 767132

Holland, OH Office

1590 Albon Road, Suite 40
Holland, OH 43528

Archbold, OH Office

103 B Degroff Ave.
Archbold, OH 43502

Fremont, OH Office

410 S. Front Street
Fremont, OH 43420

Findlay, OH Office

15271 US 224 East
Findlay, OH 45840

Adrian, MI Office

325 E. Maumee St.
Adrian, MI 49221

Lima, OH Office

315 N. Elizabeth Street
Lima, OH 45801

*Backed by the claims paying ability of the carrier.   **Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Kim Allen and Scott Allen, Investment Advisory Representatives (IAR), offer advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Senior Planning Estate Services, LLC DBA Legacy Group Planning and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance License #40902, Kim Allen OH Insurance License # 758135, and Scott Allen OH Insurance License #767132.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Legacy Group Wealth Management), a SEC Registered Investment Advisor. Insurance products and services are offered through Legacy Group Planning. Gibbs Wealth Management, LLC (DBA Legacy Group Wealth Management) and Legacy Group Planning are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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